CDH
Charles D. Hyman Portfolio holdings
AUM
$1.79B
This Quarter Return
-1.15%
1 Year Return
+17.18%
3 Year Return
+36.79%
5 Year Return
+95.96%
10 Year Return
+199.47%
AUM
$598M
AUM Growth
+$598M
(+0.73%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
30.1%
Holding
158
New
7
Increased
41
Reduced
57
Closed
10
Top Buys
| 1 |
Altria Group
MO
|
$6.78M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.44M |
| 3 |
Norfolk Southern
NSC
|
$2.38M |
| 4 |
Ford
F
|
$1.7M |
| 5 |
Metlife, Inc. Floating Rate Non Cuml Series A
MET.PRA
|
$1.22M |
Top Sells
| 1 |
RD
ROYAL DUTCH PET (NEW)1.25GLDRS
RD
|
$1.06M |
| 2 |
Johnson & Johnson
JNJ
|
$449K |
| 3 |
SPDR Gold Trust
GLD
|
$343K |
| 4 |
Vodafone
VOD
|
$323K |
| 5 |
ANAT
American National Group, Inc. Common Stock
ANAT
|
$267K |
Sector Composition
| 1 | Industrials | 19.18% |
| 2 | Consumer Staples | 11.02% |
| 3 | Healthcare | 10.93% |
| 4 | Energy | 9.93% |
| 5 | Financials | 8.51% |
